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The FinWise partner programme

We're starting a partner programme so organisations can offer FinWise to their staff, members and clients. It's early, and we're talking to our first partners about small pilots.

Get in touch
FinWise on a laptop and a phone, with sample data

Who it's for.

Employers
Offer FinWise to your staff as a financial wellness benefit.
Benefit and wellness providers
Add FinWise to the programmes you offer employers and members.
Financial advisors
Offer FinWise to your clients, while advice stays with you.

What your people would get.

Their whole picture

Accounts, cards, loans, investments and budgets in one place, on the web, iPhone and Android.

Private to them

Partners would see only anonymised totals across a group, never one person's accounts or spending.

Nothing to sell

FinWise sells no financial products and shows no ads, and it isn't financial advice.

What it could help people with.

Simple budgeting
A payday-to-payday budget, with transactions sorted into categories automatically.
Getting out of debt
Loans, cards, interest rates and payments in one place, so it's clear what's owed. Debt payoff tools are in development.
Financial stress and wellness
A clear view of what's coming in, what's going out and what's left, to help people feel less stressed about money.
Saving and net worth
Savings, investments and net worth in one view. Goals with nudges are in development.
Cutting unnecessary spending
Where the money goes, with debit orders and subscriptions easy to spot.
Financial education
Free calculators and guides on our website today. We're exploring a budgeting course, YouTube series or podcast that could be offered with partners.

What you could see.

Anonymised totals across a group, with minimum group sizes, and never one person's accounts or spending. We'd agree what would be useful with you, subject to legal and compliance review.

Adoption
How many people joined, how many keep using it, and how many accounts they link.
Financial stress
A short survey before and after a pilot, and the share of people under financial strain.
Financial health
Savings rate, emergency savings, debt position and interest paid.
Direction over time
Whether these figures are improving or getting worse.

How a pilot could work.

1
Start small
A small group of people you choose, with what you want to measure agreed upfront.
2
People choose to join
They sign up from a link in an email you send. Nothing needs to be built on your side.
3
Agree who pays
You could cover all or part of each person's subscription. We're open on how this works.
4
Review it together
Look at sign-ups, how many people keep using it, and anonymised totals, then decide what comes next.

Common questions.

Get in touch.

Tell us about your organisation and who you'd like to offer FinWise to. You can also read about security and privacy.

Get in touch